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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1051
Ballast Inc
Kentucky
$344K
PJSIMP
1052
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K +$94.7K +3,786 +36%
AIM
1053
Acropolis Investment Management
Missouri
$339K
GL
1054
Graypoint LLC
New York
$339K +$348K +13,905 New
MWM
1055
MinichMacGregor Wealth Management
New York
$338K +$320K +12,816 +1,214%
ECM
1056
Evergreen Capital Management
Washington
$337K +$346K +13,827 New
Simplex Trading
1057
Simplex Trading
Illinois
$332K +$340K +13,617 New
UIA
1058
Ulland Investment Advisors
Minnesota
$331K +$83.4K +3,336 +33%
SWA
1059
Sutton Wealth Advisors
Florida
$329K -$17.7K -708 -5%
WP
1060
Westmount Partners
California
$329K +$9.38K +375 +3%
WAM
1061
Worth Asset Management
Texas
$329K -$2.78M -111,336 -89%
FNBT
1062
FineMark National Bank & Trust
Florida
$327K +$7.65K +306 +2%
WCA
1063
Waypoint Capital Advisors
Minnesota
$326K +$2.48K +99 +0.7%
EWMCB
1064
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$326K +$2.77K +111 +0.8%
TDC
1065
Thompson Davis & Co
Virginia
$324K +$56.2K +2,247 +20%
CAL
1066
Capital Advisors Ltd
Ohio
$324K +$62K +2,481 +23%
FFM
1067
Forum Financial Management
Illinois
$323K +$14.8K +594 +5%
OWP
1068
Obermeyer Wealth Partners
Colorado
$321K -$25.1K -1,002 -7%
CAWM
1069
Capital Advisors Wealth Management
Washington
$321K -$45.9K -1,836 -12%
OCM
1070
One Capital Management
California
$315K -$189K -7,572 -37%
MWM
1071
Merriman Wealth Management
Washington
$314K +$4.72K +189 +1%
DWM
1072
Destination Wealth Management
California
$312K -$115K -4,608 -26%
AAG
1073
Armstrong Advisory Group
Massachusetts
$311K -$25.2K -1,008 -7%
EI
1074
Ellevest Inc
New York
$311K +$6.08K +243 +2%
HWA
1075
Heritage Wealth Advisors
Virginia
$311K